Ubs Allocation Fund Manager Performance Evaluation
| PWTAX Fund | USD 51.23 0.07 0.14% |
The entity has a beta of -0.1, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ubs Allocation are expected to decrease at a much lower rate. During the bear market, Ubs Allocation is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ubs Allocation Fund are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ubs Allocation may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio Date | 29th of December 2022 | |
| Expense Ratio | 1.0400 |
Ubs |
Ubs Allocation Relative Risk vs. Return Landscape
If you would invest 4,670 in Ubs Allocation Fund on April 25, 2025 and sell it today you would earn a total of 453.00 from holding Ubs Allocation Fund or generate 9.7% return on investment over 90 days. Ubs Allocation Fund is currently producing 0.1532% returns and takes up 0.5151% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Ubs, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ubs Allocation Current Valuation
Overvalued
Today
Please note that Ubs Allocation's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Ubs Allocation has a current Real Value of $49.66 per share. The regular price of the fund is $51.23. We determine the value of Ubs Allocation from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Ubs Allocation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ubs Mutual Fund. However, Ubs Allocation's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 51.23 | Real 49.66 | Hype 51.23 | Naive 50.89 |
The intrinsic value of Ubs Allocation's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ubs Allocation's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Ubs Allocation Fund helps investors to forecast how Ubs mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ubs Allocation more accurately as focusing exclusively on Ubs Allocation's fundamentals will not take into account other important factors: Ubs Allocation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ubs Allocation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ubs Allocation Fund, and traders can use it to determine the average amount a Ubs Allocation's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2974
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PWTAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.52 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.15 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.3 actual daily | 23 77% of assets perform better |
Based on monthly moving average Ubs Allocation is performing at about 23% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ubs Allocation by adding it to a well-diversified portfolio.
Ubs Allocation Fundamentals Growth
Ubs Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ubs Allocation, and Ubs Allocation fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ubs Mutual Fund performance.
| Price To Earning | 21.50 X | |||
| Price To Book | 3.01 X | |||
| Price To Sales | 2.24 X | |||
| Total Asset | 186.88 M | |||
About Ubs Allocation Performance
Evaluating Ubs Allocation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ubs Allocation has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ubs Allocation has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in U.S. fixed income and equity securities. The following are the ranges within which the advisor expects to allocate the funds assets among the various asset classes U.S. equities-20-90 investment grade fixed income-0-70 high yield fixed income-0-15 and cash equivalents-0-50. It may, but is not required to, use exchange-traded or over-the-counter derivative instruments for risk management purposes or as part of its investment strategies.Things to note about Ubs Allocation performance evaluation
Checking the ongoing alerts about Ubs Allocation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ubs Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 11.75% of its assets in cash |
- Analyzing Ubs Allocation's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ubs Allocation's stock is overvalued or undervalued compared to its peers.
- Examining Ubs Allocation's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ubs Allocation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ubs Allocation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ubs Allocation's mutual fund. These opinions can provide insight into Ubs Allocation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ubs Mutual Fund
Ubs Allocation financial ratios help investors to determine whether Ubs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ubs with respect to the benefits of owning Ubs Allocation security.
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